Performance overview
Sustainable Solutions
Impact/Article 9 SFDR
These are very specific investment strategies with an ecologic or social focus. Social and/or ecologic progress should be further advanced. Impact becomes visible and is reported on regularly. These investment funds comply with Article 9 SFDR.
Responsible/Article 8 SFDR
Ecological, social and governance data lead to a proprietary ESG-rating.
The best-in-class approach guarantees that, in each industry, the most sustainable corporations get selected. Strict exclusion criteria from all perspectives of sustainability. These investment funds comply with Article 8 SFDR.
Integration/Article 8 SFDR
Integration means to include ESG-criteria in the investment process, because they can have a positive financial impact - e.g. corporations with a high ESG-risk are excluded. Analysts identify investments whose ESG-characteristics should be reflected in terms of economic advantages, and then recommend them. These investment funds comply with Article 8 SFDR.
Sustainability: Consideration of environmentally sustainable economic activities
The EU taxonomy serves to make sustainable economic activities measurable and comparable.
Currently, ecological sustainable criteria such as climate protection or adaptation to climate change are taken into account - further criteria have already been announced.
Investment funds that consider environmentally sustainable economic activities select their investments also according whether their business activities meet the criteria required by the taxonomy and thus make a significant contribution to environmental protection.
Sustainability: Classification according to the EU Disclosure Regulation
In accordance with the EU Disclosure Regulation, investment funds are classified by the asset management company into three categories with regard to their sustainable characteristics: Article 9 (sustainable), Article 8 (sustainable) and Article 6 (non-sustainable).
Investment funds classified as Article 9 are those which have a sustainable investment objective, while those classified as Article 8 actively promote or at least consider sustainable characteristics.
Sustainability: Consideration of Principal Adverse Impacts (PAIs)
PAIs (Principal Adverse Impacts) are the key environmental, social and governance factors that have a negative impact on sustainability, such as CO2 emissions, hazardous waste, violation of human rights and corruption.
Investment funds that consider these indicators select their investments to reduce the most important negative effects on sustainability factors on the environmental, social issues and corporate governance.
Fund Category
Equity funds
With equity funds, the fund assets are invested primarily in stocks. Equity funds are as varied as the stock markets themselves. The investment possibilities range from globally investing equity funds to funds that only invest in stocks from certain countries or sectors.
Bond funds
Bond funds invest primarily in debt. Bonds usually offer regular interest payments and the redemption of the invested capital at the end of the term, though funds generally do not hold bonds all the way to their maturity.
Bond funds with short remaining term to maturity
These funds invest in bonds or money market instruments with short maturities.
Mixed funds
Funds that invest in different asset classes (for example in equities and in bonds) combine the growth potential of stocks with the lower risk of interest-bearing securities. The so-called mixed funds usually give the fund managers more investment leeway. When stock prices are stagnating or falling, for example, fund managers can shift capital into interest-bearing securities, or when stocks are performing well, move more capital into these assets.
Investment Region
Here, the fund can focus on a specific region or country, for example on developed markets or on emerging markets.
Bond Focus
The investment fund can focus on a particular bond segment, for example government bonds.
Risk/Holding Period
The recommended (or minimum) holding period is a legally required item of information to be included in the KID. They are determined on the basis of the asset class of the respective fund and its type-specific maturity, including a qualitative assessment in each individual case. It is crucial to understand that the holding period alone do not suffice for a complete picture of any possible risks. They always need to be looked at together with the prospectus, the “Information for investors pursuant to Article 21 AIFMG” and the KID.
Currency Risk
- Yes: The performance of the investment fund can be influenced substantially by currency risks.
- No: The fund enters into no material foreign currency risks, and/or any currency risks that are associated with securities are hedged.
- Subordinated: In order to seize opportunities, currency risks can be accepted to a limited extent. The performance of the investment fund can be influenced to a certain degree by currency risks.
Pension Fund
The search here is limited to the funds that explicitly meet the special requirements of the Austrian Pension Fund Act (Österreichisches Pensionskassengesetz) according to their fund terms and conditions.
Important information:
Please find further information and documents on the respective funds by clicking the fund name in the above overview.